Form 13-F position report

UNITEDHEALTH GROUP INC

Reported by PACK Private Wealth LLC

Company profile Manager portfolio Source filing
UNH CUSIP 91324P102 Manager CIK 0001907212
Latest reported change

Reported 9,492 shares, unchanged from the prior quarter.

Reported value -10.9%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 3.56% This manager · Q1 2023
Shares 9,492 Quarter-end amount reported
Reported value $4,485,824 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Unchanged 9,566 0 (0.0%) 1.65% $3,975,917 2026-08-12
Q1 2026 Unchanged 9,566 0 (0.0%) 1.19% $2,588,464 2026-05-15
Q4 2025 Reduced 9,566 -3 (0.0%) 1.44% $3,157,832 2026-02-17
Q3 2025 Unchanged 9,569 0 (0.0%) 1.56% $3,304,176 2025-11-06
Q2 2025 Added 9,569 +3,087 (47.6%) 1.58% $2,985,241 2025-08-13
Q1 2025 Unchanged 6,482 0 (0.0%) 2.02% $3,394,948 2025-05-13
Q4 2024 Unchanged 6,482 0 (0.0%) 1.93% $3,278,985 2025-02-03
Q3 2024 Reduced 6,482 -1,000 (-13.4%) 2.15% $3,789,896 2024-10-28
Q2 2024 Added 7,482 +10 (0.1%) 2.37% $3,810,283 2024-08-02
Q1 2024 Unchanged 7,472 0 (0.0%) 2.32% $3,696,398 2024-05-03
Q4 2023 Reduced 7,472 -2,020 (-21.3%) 2.65% $3,933,784 2024-02-06
Q3 2023 Unchanged 9,492 0 (0.0%) 3.65% $4,884,298 2023-11-01
Q2 2023 Unchanged 9,492 0 (0.0%) 3.41% $4,562,235 2023-07-14
Q1 2023 Unchanged 9,492 0 (0.0%) 3.56% $4,485,824 2023-04-18
Q4 2022 Unchanged 9,492 0 (0.0%) 4.32% $5,032,469 2023-01-30
Q3 2022 Reduced 9,492 -14 (-0.1%) 4.51% $4,794,000 2022-11-09
Q2 2022 Reduced 9,506 -1,005 (-9.6%) 4.46% $4,883,000 2022-08-12
Q1 2022 Unchanged 10,511 0 (0.0%) 4.42% $5,360,000 2022-05-16
Q4 2021 New 10,511 +10,511 (0.0%) 4.19% $5,278,000 2022-02-15
Institutional context

Who else reported the position

3264 managers reported UNITEDHEALTH GROUP INC for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 84,350,628 +298,248 1.01% $39,863,263,286 40 qtrs
BlackRock Inc Added 74,928,539 +509,633 1.04% $35,410,478,466 40 qtrs
STATE STREET CORPORATION Reduced 45,548,879 -649,546 1.21% $21,525,924,659 40 qtrs
FMR LLC Reduced 45,515,091 -2,902,651 1.97% $21,509,976,852 40 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 31,591,890 -362,145 2.24% $14,930,013,000 40 qtrs
Capital World Investors Reduced 29,385,548 -1,307,507 2.87% $13,887,210,093 40 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 24,079,140 +140,312 2.26% $11,379,560,771 40 qtrs
JPMorgan Chase & Co Reduced 19,864,394 -2,610,592 1.14% $9,387,712,877 40 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 17,101,395 +242,959 1.05% $8,063,261,669 40 qtrs
MORGAN STANLEY Reduced 14,933,381 -701,657 0.76% $7,057,366,896 40 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
April 18, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
9,492

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.